MWM
Maripau Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
13,494
+712
| +6% | +$130K | 1.24% | 19 |
|
|
2025
Q1 | $2.18M | Sell |
12,782
-4,867
| -28% | -$832K | 1.25% | 17 |
|
|
2024
Q4 | $3.14M | Sell |
17,649
-7,921
| -31% | -$1.41M | 1.86% | 13 |
|
|
2024
Q3 | $4.58M | Sell |
25,570
-1,791
| -7% | -$321K | 3.97% | 6 |
|
|
2024
Q2 | $4.67M | Sell |
27,361
-393
| -1% | -$67.1K | 3.19% | 5 |
|
|
2024
Q1 | $4.56M | Sell |
27,754
-2,619
| -9% | -$430K | 3.42% | 5 |
|
|
2023
Q4 | $4.47M | Buy |
30,373
+850
| +3% | +$125K | 3.89% | 4 |
|
|
2023
Q3 | $3.89M | Sell |
29,523
-5,055
| -15% | -$666K | 3.58% | 5 |
|
|
2023
Q2 | $4.66M | Buy |
34,578
+31,960
| +1,221% | +$4.31M | 4.15% | 4 |
|
|
2023
Q1 | $325K | Buy |
2,618
+645
| +33% | +$80K | 0.34% | 57 |
|
|
2022
Q4 | $230K | Buy |
1,973
+160
| +9% | +$18.6K | 0.24% | 74 |
|
|
2022
Q3 | $204K | Buy |
+1,813
| New | +$204K | 0.22% | 80 |
|